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To secure, grow and sustain your future, you need a trusted investment partner. We know that steering the financial direction of charities, not-for-profits and educational organisations is a considerable responsibility. This is where we come in.
Supporting your world with ours
At HSBC Global Private Banking, we can connect you to the world through our global expertise and capabilities.
We believe in supporting charities in helping make society a better place. Which is why we get to know you, your goals, and provide tailored guidance so we can get there together.
Our wide-ranging charitable experience
Our depth of experience comes from having worked in partnership with leading charitable organisations across a wide range of structures including:
- Charitable trusts
- Schools and universities
- Endowments and foundations
- Not-for-profit organisations
Tailoring our capabilities / services to your needs
Our unparalleled strength and reach gives our clients total confidence. We use these world-spanning capabilities on your behalf, making connections and introducing you to opportunities outside of your normal sphere.
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Discretionary Investment Services
Our discretionary services give charities a diversified, strategic exposure to a wide range of assets designed to maximise returns within targeted risk parameters.
We integrate ESG into our investment process for all portfolios; can apply ethical restrictions in line with your charity’s investment policy and build a sustainable portfolio for you.
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Our advisory services allow you to have an interactive approach to managing your investment portfolio that lets you maintain control of your final investment decisions. Through us you can have access to a full range of asset classes, including, cash and liquidity solutions, fund, fixed income and equity advisory services, structured investments and alternative investments, such as hedge funds, private equity and real estate.
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Execution Only Investment Services
Our execution-only services allow you to implement your own investment ideas and strategies. By giving you access to the global financial markets across a wide variety of products and services, you can invest, manage and monitor your investment positions.
Please refer to our global public website Investing in a sustainable future - HSBC Global Private Banking for further information about our ESG and sustainable investing approach and how we embed ESG factors in a diversified portfolio. Please note in the UK, the Financial Conduct Authority has established a sustainable investment labelling and disclosure regime (UK SDR) for UK based funds under which funds may apply one of four sustainability labels if they meet certain strict criteria: Sustainability Focus, Sustainability Improvers, Sustainability Impact and Sustainability Mixed Goals. Further information can be found in FCA’s website https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing
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Your organisation’s needs are unique. That is why our expert charity team works closely with your trustees and finance teams to provide a tailored range of solutions and support.
Relationship Managers
Sophie Ward | Head of Charities and Education
Tel: 07920 412684 | Email: sophie.ward@hsbcpb.com
Please contact us to learn more about how we can assist you.